Richards, Merrill & Peterson, Inc. ETFs

Richards, Merrill & Peterson, Inc.

$232 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VYMI Vanguard Whitehall Fds Intl Hi	$0	$92.6 Million 0.04% of portfolio	1,094	Q1 2025 Added 140.97%
FEZ Spdr Euro Stoxx 50 ETF	$0	$85.7 Million 0.04% of portfolio	1,380	Q4 2024 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$85.4 Million 0.04% of portfolio	1,165	Q4 2024 New
XSVM Invesco S&P Smallcap Value Wit	$0	$84.7 Million 0.04% of portfolio	1,500	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$72 Million 0.03% of portfolio	1,067	Q2 2025 Added 0.19%
SCHO Schwab Short Term Us Treasury	$0	$64 Million 0.03% of portfolio	2,622	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$62.8 Million 0.03% of portfolio	1,100	Q2 2025 Added 340.0%
VUG Vanguard Growth ETF	$0	$58 Million 0.03% of portfolio	121	Q1 2025 Added 4.31%
IEF Ishares Barclays	$0	$48.1 Million 0.02% of portfolio	499	Q2 2025 New
IXN Ishares Global Information Tec	$0	$46.4 Million 0.02% of portfolio	450	Q1 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$43.5 Million 0.02% of portfolio	230	Q3 2025 Added 0.44%
BSJR Invesco Indx Tr	$0	$42.9 Million 0.02% of portfolio	1,885	Q4 2024 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$42.3 Million 0.02% of portfolio	1,833	Q4 2024 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$41.7 Million 0.02% of portfolio	1,783	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$33.7 Million 0.01% of portfolio	1,281	Q4 2024 New
PULS Pgim ETF Tr	$0	$32.4 Million 0.01% of portfolio	650	Q4 2024 New
PEY Invesco Exchange Traded Fd Tr	$0	$30.8 Million 0.01% of portfolio	1,463	Q4 2024 New
DVY Ishares Tr	$0	$28.4 Million 0.01% of portfolio	200	Q2 2025 Reduced 49.49%
PGF Invesco Exchange Traded Fd Tr	$0	$28.4 Million 0.01% of portfolio	1,942	Q4 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$28 Million 0.01% of portfolio	312	Q3 2025 Added 0.32%
IWD Ishares Russell 1000 Val ETF	$0	$27.5 Million 0.01% of portfolio	135	Q1 2025 Added 42.11%
IUSG Ishares Core S&P U.S Growth Et	$0	$21.7 Million 0.01% of portfolio	132	Q2 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$19.8 Million 0.01% of portfolio	200	Q3 2025 New
VB Vanguard Small Cap ETF	$0	$15.8 Million 0.01% of portfolio	62	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$15.4 Million 0.01% of portfolio	216	Q3 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$13.6 Million 0.01% of portfolio	29	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$13.2 Million 0.01% of portfolio	132	Q2 2025 Added 450.0%
IBB Ishares Biotechnology ETF	$0	$10.8 Million 0.0% of portfolio	75	Q1 2025 New
IWS Ishares Russell Midcap Value E	$0	$10.8 Million 0.0% of portfolio	77	Q2 2025 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$10.4 Million 0.0% of portfolio	80	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$6.68 Million 0.0% of portfolio	32	Q4 2024 New
RGI Invesco S&P 500 Equal Weight I	$0	$6.51 Million 0.0% of portfolio	116	Q3 2025 New
IYH Ishares Tr	$0	$4.52 Million 0.0% of portfolio	77	Q4 2024 New
JPIN Jp Morgan Diversified Return I	$0	$3.46 Million 0.0% of portfolio	52	Q2 2025 New
VXF Vanguard Extended Market ETF	$0	$837,000 0.0% of portfolio	4	Q3 2025 New

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